Daniel
Walker
Bridges Investment Management Inc
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About this Advisor
Daniel Walker is a chartered financial analyst based in Omaha, Nebraska, with 4 years of relevant experience. Walker works at Bridges Investment Management Inc. During their career, the advisor has held roles at Heartland Advisors, Alps Distributors, Inc, Weitz Securities, Inc, Weitz Investment Management, Inc and Bridges Investment Management Inc. Walker maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Nebraska. Bridges Investment Management Inc is a financial advisory business based out of Omaha, NE. It has $8 billion in assets between its 2,277 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 111 charities and foundations. Of its 2,277 client accounts, 37% are associated with high-net-worth investors who have at least $1 million in assets. The company has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fees usually are based on the services. Fee types billed by Bridges Investment Management Inc likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bridges Investment Management Inc Brokerage Details
$7,549,835,558
75
2,277
$3,315,694
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Daniel Walker Work History
Daniel has been registered as a financial advisor for 4 years.*
Bridges Investment Management Inc
Weitz Securities, Inc
Weitz Investment Management, Inc
Heartland Advisors
Alps Distributors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Walker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bridges Investment Management Inc
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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